October 25, 2017
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin
What would you be able to accomplish if you were able to persevere through challenges in order to achieve your dreams? Alex Hopkin took advantage of both challenges and opportunities to advance her career and get to where she is today. Alex is now an associate planner with Gen Y Plann …
October 18, 2017
Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell
Becoming a financial planner wasn’t at the top of Jason Howell’s list, but through working in finance and politics he made his way into a career he's passionate about. He joins us on the show today to share his career and the growing process he went through. From running for political …
October 11, 2017
Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina
What would you do if you were forced to find a different job? It happened to Galen. He is the founder of Buff Your Finances and was following a typical career path of a financial planner when he had the opportunity to work as a virtual paraplanner for another advisory. He made the mis …
October 04, 2017
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson
Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity …
September 27, 2017
Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine
Amy Irvine, founder of Irvine Wealth Planning Strategies, is no stranger to hard work. Her finance career started out on a typical succession planning path, but after being told she couldn’t roll out a service model to serve younger clients she decided to split off and join another fi …
September 20, 2017
Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli
Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two different niches in the financial planning space. This so-called “barbell model” allows him …
September 13, 2017
Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis
Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t appropriate for women and that the timing wasn’t right, she finally went for it and n …
September 06, 2017
Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb
Building a new business is always a lot of work. This didn’t deter Andrew Damcevski and Devon Klumb from starting their practice, quickly adjusting, and putting it in the perfect position to succeed. By becoming part of a bigger firm, their business has been able to see a large amount …
